Tags: D365FO, Data entity, Electronic signature, Email templates, Free Edition, Print management 
If you are reading this article, it is probably because you have faced the import/export issue with table fields of type container when using the D365FO Data Management framework. As you have probably noticed, a D365FO data entity container field is by default simply skipped […]
Configure Invoice Email Settings Faster by Using Email Body Snippets
In this video, we will demonstrate how Email templates from Docentric report setup can be used as snippets when configuring the email body for the Sales invoice report. Email templates are designed using the same rich HTML editor and placeholders, and can be configured per report and company but also per […]
In this article, we will show you how to generate Customer account statement, which is a Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]
In this article, we will show you how to generate an Electronic reporting format in its original file format as a byte array. If this original file format is Excel or Word, you will be able to print the ER Format to memory in PDF format as well. One would […]
When sending emails from D365FO with an email service provider such as Exchange Online, receiving and sending limits normally apply. This can cause nasty problems when doing high-volume emailing, for example, emailing invoices in batch. Learn about Exchange online sending limits >> The known limitation […]
Let’s say that we want to send eInvoices from Dynamics 365 for Finance and Operations to our customers. In addition to the invoice data in XML, we also want to send along the invoice document in PDF format and some other related documents (e.g. specifications). […]
Print Management Setup for All Modules in One Place
In Docentric AX 3.3.9 version, we redesigned the Docentric AX workspace to be better organized but also to offer a quick access to Print management setup for all modules in one place. The new Print management form part in the Docentric AX workspace also contains […]
In this article, we will explain how to troubleshoot emailing issues in D365FO. We will focus on troubleshooting issues you might encounter when emailing reports using Docentric Email print destination, or when sending outgoing email messages from Batch email sending status via Docentric email distributor […]
You can print reports such as Project invoice using Print management when posting a sales order, or, when the document is already posted, from the invoice journal. What happens if there are multiple SSRS report designs (aka formats) for the same report? When printing using […]
In our previous article, we explained how to configure and design email notifications for the Purchase requisition review workflow. Using Docentric improvements, you can design Email templates used for workflow notifications in the advanced email body editor with placeholders. But there is more – you […]
